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Value-> Sub-items ....the behaviour seems a bit unpredictable here - (or is that just my understanding agin!)With "Value-> Sub-items" ticked for "Projects",If I tick "Projects" for an item, subitems are now ticked as wellIf I untick it all are unticked, as expectedBut,if I tick the same item again, sub-items are NOT now selected...

[edit again] also when I add files as sub-items to an item ticked "Projects" they dont automatically get ticked [/edit again]

I've found this behaviour quite helpful today actually - dont know was it intentional !!? but if you want to standardise it it's (obviously) no problem to use the properties pane to change stuff

"I suppose it can be said that I'm an absent-minded driver. It's true that I've driven through a number of red lights on occasion, but on the other hand, I've stopped at a lot of green ones but never gotten credit for it."Glenn Gould

Congratulations Pierre : it works! I still don't know what it was, but you certainly do!

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"I suppose it can be said that I'm an absent-minded driver. It's true that I've driven through a number of red lights on occasion, but on the other hand, I've stopped at a lot of green ones but never gotten credit for it."Glenn Gould

For those who use farr and would like to use google to search SQLNotes forum (it works well for stuff posted a few days ago, but not for recent stuff), I created an alias. Just use the "Import : paste preformatted alias group" feature in farr. In the alias window, right click --->"Import : paste preformatted alias group", and paste that :

In the farr entry zone, just write "searchsqln " (with a space) and type what you're looking for.You can change the "searchsqln ", of course (I chose "searchsqln " because the "search" term is already assigned to a hotkey in my setup... and so I just need to type sqln after it.

[edit : added and alias file for those who'd prefer this : just download and put the file in your C:\Program Files\FindAndRunRobot\AliasGroups\MyCustom\ folder (in find and run robot's folder) ]

"I suppose it can be said that I'm an absent-minded driver. It's true that I've driven through a number of red lights on occasion, but on the other hand, I've stopped at a lot of green ones but never gotten credit for it."Glenn Gould

Congratulations Pierre : it works! I still don't know what it was, but you certainly do!

What it was is the following:The HTML Export will soon support email-merge. I was testing it before 0.9.22 release and decided to postpone it to 0.9.23 and instead added a context menu and email form to quickly generate emails.

Email merge will work much like the HTML template merge but will generate individual emails with personnalized information. I was testing different methods of generating emails and one of them used MSMAPI.OCX, a MS component to send emails. I had forgotten to include that control in the setup program, hence the form would not open. This is now fixed. Users must re-install using the setup program (no need to uninstall)

Congratulations Pierre : it works! I still don't know what it was, but you certainly do!

What it was is the following:The HTML Export will soon support email-merge. I was testing it before 0.9.22 release and decided to postpone it to 0.9.23 and instead added a context menu and email form to quickly generate emails.

Email merge will work much like the HTML template merge but will generate individual emails with personnalized information. I was testing different methods of generating emails and one of them used MSMAPI.OCX, a MS component to send emails. I had forgotten to include that control in the setup program, hence the form would not open. This is now fixed. Users must re-install using the setup program (no need to uninstall)

Oh, I see! Thanks for the info, Pierre.

some more stuff coming on the SQLNotes Forum!... Hope you'll find it stimulating, interesting. Not that you need more work/stimulation, of course...

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"I suppose it can be said that I'm an absent-minded driver. It's true that I've driven through a number of red lights on occasion, but on the other hand, I've stopped at a lot of green ones but never gotten credit for it."Glenn Gould

Pierre, why do you require SQLNotes to have administrator privileges to be installed on a computer? Why isn't PowerUser status enough?

Congratulations on this thread so far. It has surpassed the Notetaking thread as far as number of pages (28!). It might now be the longest thread on DC. I think the topic is worthy!

Googling indicates that Power User level is sufficient to install ActiveX (used by SQLNotes)... It doesn't work? [edit] Found this reference:http://uis.georgetown.edu...nt.group.permissions.htmlA Power User is able to perform everyday computing tasks and can also perform some administrative-type tasks, like creating and managing user accounts, or connecting to a network printer. Note, however, that Power Users cannot assign themselves or anyone else to the Administrators group. A Power User can install some kinds of software, but most applications will require Administrative permissions to install.

In my WorkDone/Billing grid, when the work is invoiced it gets an invoice number in the invoiceID fieldMy problem is with files which show in WorkDone/Billing grid,They get an invoice number - fine - but this is just the first stage, the same files/drawings will be invoiced again for further work at least once.

How to give a file more than one invoice number in such a way that I can easily see

when it was last invoiced

all files under say invoice #200

one answer would be to have a field for each invoice but that's not good I think(or maybe if I had "invoiceID1", "invoiceID2" etc where I could add any invoice numbers - seems too messy..)

another way is simply to give it a second parent (i.e. Invoice#200) and hide that mostly somehownot sure then - I guess just show two or more numbers in the invoiceID field

if you think there's a better way, shout...or if it's too difficult I can use another method to keep track of which files sent with which invoice

in the most recent samples database (18Feb)on the WorkDone grid there's one item with an "invoiceID" of SO01for some reason this wont show here on the Invoices grid when source is set to "invoiceID"(I havent changed anything except for the source of grid)

PS/edit/ - I really like that in the inventory grid where you can get all the other columns/fields to scroll behind the items column,hadnt seen that before (that you could lock columns)

So, like you suggested, there are basically 3 choices : 1- for each item, either write your different invoice numbers in different invoice fields, 2- or all in the same invoice field, 3- or... the "parent" way, which could work well.

Multiple (number) fields might probably a good way to sort (ascending, descending, etc.), etc IF your invoice numbers are... numbers only (but I see that you have a SO01, a mix of numbers and letters -- OK that was in the sample grid... ).

The "parents way" looks good to me (probably the bes)... Well : each work could be a parent, and its subitems would correspond to multiple invoices. You'd have only one invoice field, and it would be easy to sort all invoices in "flat view" or even "hierarchical view", depending on your needs. You could have the itemparent field to be displayed in your grid if you choose such a way : it might facilitate seeing which invoice goes with which work (in flat view, for example...).

In any case, you might also have to create a date field called LastInvoiceDate (or whatever), that you'd edit yourself each time you add a new invoice (you could also just rely on the "itemCreated" field if you use the "Parent" way.)

IF you don't want to create a new field for each invoice or use the parent way maybe you could try to type the different invoice numbers in the same field, as you suggested? (And also, of course create the date field called LastInvoiceDate that you'd have to edit yourself each time you add a new invoice.)

For that way you'd have to :

1- Create a Invoice multi-line and text field (in the "Manage field" window),2- Create a LastInvoiceDate date field

Close the grid and reopen it to be able to activate the multi-line field (I believe that it's a bug in the Grid component)

Now, you could write each invoice number bellow the previous one (write the first one, shift+enter, then the other one, etc.), and maybe add a prefix to these numbers like : "a-", "b-", etc. (so you'll be able to easily find all "b" invoices, and see how many items have been billed 2 times, etc.

Sorting and filtering ?

--> Use a field-column filter to see specific invoice # : *b-*,*200*, or whatever...

[edit : before, i wrote category instead of invoice!!!! sorry : i was thinking in terms of my own grid!]

with this way, I don't think that it would be feasible to sort your invoices or items by number.

« Last Edit: February 20, 2008, 12:59:15 PM by Armando »

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"I suppose it can be said that I'm an absent-minded driver. It's true that I've driven through a number of red lights on occasion, but on the other hand, I've stopped at a lot of green ones but never gotten credit for it."Glenn Gould

I meant INVOICE, not category (which is the field/column you want to filter)... I was thinking in terms of my own grid...

BTW, you can get a lot of filter ideas by using the find feature (ctrl+f). You can also "direct" your searches inside a specific grid context and see the results in the very same grid by using the "source view" and "results in" zones. (in that case, just be careful if you've already set up nice filters that you like : they'll vanish, being replaced by the present search, hence new filters -- what I do is save filters I like for all my grids in a special grid named "filters"; in that grid, filters are organized hierarchically, by grid names and filter types (following the source bar UI) : source, filter, sorting).

EDIT/ * in "WorkDone" I have files as Parent items but wont give them InvoiceIDs themselvesi.e. File has subitems that are given invoice number- SQLNotes01.psd- - Drawing of same - 2hrs - Invoice#200

Exactly. This is how I was imagining the structure.

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"I suppose it can be said that I'm an absent-minded driver. It's true that I've driven through a number of red lights on occasion, but on the other hand, I've stopped at a lot of green ones but never gotten credit for it."Glenn Gould

what I do is save filters I like for all my grids in a special grid named "filters"; in that grid, filters are organized hierarchically, by grid names and filter types (following the source bar UI) : source, filter, sorting).

Smart idea Armando. (in waiting for an integrated filter management solution)Planned on this issue are1- ANDable Named filters2- Grid history. Move backwards/forwards in the grid setting history